added time line and tsk breakdown files
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RE_Developer_Checklist.md
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# RE Workflow - Developer Action Checklist
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## Week-by-Week Task List for Developers
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**Current Week:** Week 2
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**Target Launch:** End of December 2025
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---
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## 🔥 WEEK 2 (THIS WEEK) - Complete Foundation
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### Backend Developer Tasks (3 days)
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#### Day 1: Database Setup
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- [ ] Install PostgreSQL 16
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- [ ] Create database `re_workflow_db`
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- [ ] Run schema SQL from `RE_Workflow_Complete_Project_Setup.md` (lines 980-1427)
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- [ ] Verify all 15 tables created
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- [ ] Test database connection
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- [ ] ✅ Deliverable: Database ready
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#### Day 2: Express & Middleware
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- [ ] Complete `src/app.ts` (Express setup)
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- [ ] Configure helmet, cors, body-parser
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- [ ] Setup Winston logger
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- [ ] Create error handler middleware
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- [ ] Test `/health` endpoint
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- [ ] ✅ Deliverable: Server running
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#### Day 3: Sequelize Models
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- [ ] Configure Sequelize connection
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- [ ] Create models:
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- [ ] User.ts
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- [ ] WorkflowRequest.ts
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- [ ] ApprovalLevel.ts
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- [ ] Participant.ts
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- [ ] Document.ts
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- [ ] WorkNote.ts
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- [ ] Activity.ts
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- [ ] Notification.ts
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- [ ] TATTracking.ts
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- [ ] ConclusionRemark.ts
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- [ ] Define model associations
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- [ ] Test queries
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- [ ] ✅ Deliverable: ORM working
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---
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### Frontend Developer Tasks (4 days)
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#### Day 1: Complete UI Extraction
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- [ ] Finish remaining 20% of Figma components
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- [ ] Fix any styling bugs
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- [ ] Test mobile responsive (320px - 1920px)
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- [ ] Ensure all dummy data displays
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- [ ] ✅ Deliverable: 100% UI extraction
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#### Day 2-3: Redux Store Setup (CRITICAL)
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- [ ] Create `src/redux/store.ts`
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- [ ] Create `src/redux/hooks.ts`
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- [ ] Create slices:
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- [ ] authSlice.ts
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- [ ] workflowSlice.ts
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- [ ] approvalSlice.ts
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- [ ] notificationSlice.ts
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- [ ] documentSlice.ts
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- [ ] workNoteSlice.ts
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- [ ] participantSlice.ts
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- [ ] uiSlice.ts
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- [ ] Configure Redux DevTools
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- [ ] Setup Redux persist
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- [ ] ✅ Deliverable: Redux working
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#### Day 4: Axios API Layer (CRITICAL)
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- [ ] Create `src/services/api.ts` (Axios instance)
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- [ ] Setup request interceptor (add JWT)
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- [ ] Setup response interceptor (handle errors)
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- [ ] Create service files:
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- [ ] auth.service.ts
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- [ ] workflow.service.ts
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- [ ] approval.service.ts
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- [ ] document.service.ts
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- [ ] notification.service.ts
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- [ ] workNote.service.ts
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- [ ] participant.service.ts
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- [ ] dashboard.service.ts
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- [ ] user.service.ts
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- [ ] Create PrivateRoute component
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- [ ] ✅ Deliverable: API layer ready
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---
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## WEEK 3: SSO Authentication
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### Backend (2 days)
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- [ ] Configure SSO Bridge (config/sso.ts)
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- [ ] Implement SSO callback handler
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- [ ] User sync from Active Directory
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- [ ] Generate JWT tokens
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- [ ] Auth middleware
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- [ ] APIs:
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- [ ] GET /api/v1/auth/login (redirect to SSO)
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- [ ] GET /api/v1/auth/callback (handle SSO)
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- [ ] POST /api/v1/auth/logout
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- [ ] GET /api/v1/auth/me
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- [ ] GET /api/v1/users/search
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### Frontend (1.5 days)
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- [ ] Create SSO callback page
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- [ ] Handle token from SSO
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- [ ] Store JWT in Redux + localStorage
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- [ ] Implement protected routes
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- [ ] Add logout button in header
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- [ ] Fetch and display user profile
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---
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## WEEK 4-5: Workflow Creation Wizard
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### Backend (1 week)
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- [ ] POST /api/v1/workflows (create workflow)
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- [ ] POST /api/v1/workflows/:id/approvals (add level)
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- [ ] POST /api/v1/workflows/:id/participants (add spectator)
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- [ ] POST /api/v1/workflows/:id/documents (upload file)
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- [ ] PATCH /api/v1/workflows/:id/submit (submit workflow)
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- [ ] GET /api/v1/workflows (list with filters)
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- [ ] TAT calculation logic (working days vs calendar days)
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### Frontend (1.5 weeks)
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- [ ] Step 1: Template selection → Redux
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- [ ] Step 2: Basic info (title, description, priority) → Redux + validation
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- [ ] Step 3: Approval workflow builder
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- [ ] Dynamic levels (add/remove)
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- [ ] User @mention search
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- [ ] TAT calculation (real-time)
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- [ ] Approval flow summary
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- [ ] Step 4: Spectators (@mention)
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- [ ] Step 5: Document upload (react-dropzone)
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- [ ] Step 6: Review & submit
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- [ ] Multi-step API submission flow
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**Most Time-Consuming:** Step 3 (approval builder) - 2-3 days
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---
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## WEEK 6-7: Approvals & TAT Tracking
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### Backend (1.5 weeks)
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- [ ] PATCH /api/v1/workflows/:id/approvals/:levelId/approve
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- [ ] PATCH /api/v1/workflows/:id/approvals/:levelId/reject
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- [ ] Approval state machine logic
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- [ ] TAT monitoring cron job (runs every 30 min)
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- [ ] Notification system (8 notification types)
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- [ ] Activity logging service
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### Frontend (2 weeks)
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- [ ] My Requests page (tabs, search, filter, pagination)
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- [ ] Open/Closed Requests pages
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- [ ] Request Detail page:
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- [ ] Overview tab
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- [ ] Workflow tab (approval timeline)
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- [ ] Documents tab (preview, download)
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- [ ] Activity tab (timeline)
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- [ ] TAT progress bar (color-coded)
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- [ ] Approve/Reject modals (with validation)
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- [ ] Notification bell with dropdown
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**Most Time-Consuming:** Request detail page with all tabs - 3-4 days
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---
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## WEEK 8: Documents & Work Notes
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### Backend (3 days)
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- [ ] Document storage (GCP Cloud Storage)
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- [ ] Document APIs (upload, download, preview)
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- [ ] Work notes APIs
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- [ ] @mention parsing and notifications
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- [ ] Emoji reactions
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### Frontend (2 days)
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- [ ] Connect work notes to backend (already has UI + emoji!)
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- [ ] Connect document upload with progress bar
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- [ ] PDF/image preview modal
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- [ ] File download functionality
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**Advantage:** Work notes UI already complete!
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---
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## WEEK 9: Dashboard & AI
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### Backend (3 days)
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- [ ] Dashboard statistics APIs
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- [ ] OpenAI/Gemini integration
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- [ ] AI conclusion generation
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- [ ] Workflow closure API
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### Frontend (3 days)
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- [ ] Dashboard with charts (Recharts)
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- [ ] Conclusion display & edit
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- [ ] Close workflow functionality
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- [ ] Search & filter components
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---
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## WEEK 10: Testing & Deployment
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### Backend (4 days)
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- [ ] Unit tests (Jest + ts-jest)
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- [ ] Integration tests (Supertest)
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- [ ] Swagger documentation
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- [ ] Performance optimization
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- [ ] Docker + CI/CD
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- [ ] Deploy to GCP
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### Frontend (4 days)
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- [ ] Component tests (Vitest)
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- [ ] Integration tests
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- [ ] Loading states everywhere
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- [ ] Error boundaries
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- [ ] Production build
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- [ ] Docker + CI/CD
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- [ ] Deploy to GCP
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---
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## 🎯 Daily Developer Checklist
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### Before Starting Any Task:
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- [ ] Is the prerequisite task complete?
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- [ ] Do I have all required information?
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- [ ] Is the backend API ready (for frontend tasks)?
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### While Working:
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- [ ] Following TypeScript strict mode
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- [ ] Adding proper error handling
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- [ ] Adding loading states
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- [ ] Writing clean, commented code
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- [ ] Testing as I build
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### Before Marking Complete:
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- [ ] Feature works end-to-end
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- [ ] Handles errors gracefully
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- [ ] Responsive on mobile
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- [ ] Code reviewed
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- [ ] Committed to Git
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---
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## 📞 Quick Communication
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### Blockers:
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- Backend waiting on SSO details? → Continue with non-auth features
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- Frontend waiting on APIs? → Work on UI polish, validations, Redux
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### Daily Standup (15 min):
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1. What did I complete yesterday?
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2. What am I working on today?
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3. Any blockers or questions?
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---
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**Last Updated:** October 23, 2025
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**Next Review:** Weekly (every Friday)
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RE_Executive_Summary.md
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RE_Executive_Summary.md
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# RE Workflow Management System - Executive Summary
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## Project Status & Timeline
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**Date:** October 23, 2025
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**Project:** RE Workflow Management System (Non-Templatized)
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**Target Launch:** End of December 2025
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---
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## ✅ What's Complete (10%)
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1. **Frontend UI Extraction:** 80% complete from Figma
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- All pages visually complete
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- Mobile responsive (320px - 1920px)
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- **But:** No functionality, just visual components with dummy data
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2. **Work Notes Feature:** Partial functionality
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- UI complete
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- Emoji selection working
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- Document selection working
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- **Needs:** Backend API integration
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3. **Backend Repository:** 70% setup
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- Folder structure created
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- Dependencies installed
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- **Needs:** Database setup, API development
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---
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## ❌ What's NOT Complete (90%)
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1. **Database:** 0% (not created yet)
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2. **Redux Store:** 0% (not created)
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3. **API Service Layer:** 0% (not configured)
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4. **Form Validations:** 0%
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5. **API Integration:** 0%
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6. **Business Logic:** 0% (TAT calculations, workflows)
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7. **Authentication:** 0% (SSO not integrated)
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8. **All Backend APIs:** 0%
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---
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## 🔐 Authentication Approach
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### SSO Login (RE SSO Bridge)
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- **No login/signup screens needed** (SSO handles authentication)
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- Users authenticate with company credentials
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- Auto-sync from Active Directory
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- **Frontend work:** Minimal (1.5 days)
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- **Backend work:** SSO integration (2 days)
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**Figma Note:** No login/signup screens in Figma (not needed for SSO)
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---
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## 📅 Revised Timeline (10 Weeks)
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| Week | Focus | Backend | Frontend | Milestone |
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|------|-------|---------|----------|-----------|
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| 1 | Setup | 70% done | 80% UI done | In progress |
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| 2 | Foundation | Database + ORM | Redux + API layer | THIS WEEK |
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| 3 | SSO | SSO integration | SSO callback | Auth working |
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| 4-5 | Workflow | Workflow APIs | Wizard integration | Can create workflows |
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| 6-7 | Approvals | Approval APIs + TAT | Request pages + modals | Can approve/reject |
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| 8 | Collaboration | Documents + Work notes | Connect APIs | Collaboration working |
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| 9 | Analytics | Dashboard + AI | Charts + polish | All features done |
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| 10 | Launch | Testing + deployment | Testing + deployment | Production! 🚀 |
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---
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## 🎯 Core Features
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### 1. Workflow Creation (Weeks 4-5)
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- 6-step wizard to create workflow requests
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- Dynamic approval hierarchy (up to 10 levels)
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- @mention user search for approvers/spectators
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- Document upload (drag-drop, max 10MB)
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- TAT calculation (working days vs calendar days)
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### 2. Approval Actions (Weeks 6-7)
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- Approve/reject with mandatory comments
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- Multi-level approval flow
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- TAT tracking with color-coded progress bars
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- Automated reminders (80% TAT used)
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- Breach alerts (100% TAT exceeded)
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### 3. Collaboration (Week 8)
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- Work notes (chat with @mentions)
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- Emoji reactions
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- Document preview and download
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- Real-time notifications
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### 4. Dashboard & Analytics (Week 9)
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- Statistics and charts
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- AI-powered conclusions (using OpenAI/Gemini)
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- Search and filters
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---
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## ⚠️ Reality Check
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### Common Misconception:
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"Frontend is 80% done because UI is extracted from Figma"
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### Reality:
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- UI extraction = 20% of total frontend work
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- 80% UI done = 16% of frontend complete
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- Still need: Redux (20%), API integration (30%), validations (20%), testing (10%)
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### Impact:
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- Initial estimate: 6-8 weeks
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- Realistic estimate: 10 weeks
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- **Reason:** UI is just visual shell, needs 84% more work for functionality
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---
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## 🚨 Risks & Dependencies
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### High Risk:
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1. **SSO Integration:** Awaiting final confirmation and SSO details
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2. **TAT Calculation:** Complex logic for working days
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3. **Multi-level Approvals:** Complex state machine
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4. **Backend-Frontend Sync:** Frontend blocked without APIs
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### Mitigation:
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1. SSO: Can build temporary standard login if delayed (3-4 days)
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2. TAT: Write comprehensive unit tests
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3. Approvals: Thorough testing of all scenarios
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4. Sync: Daily standups, clear API documentation
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---
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## 💰 Resource Requirements
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### Team:
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- 2-3 Backend Developers (Node.js + TypeScript + PostgreSQL)
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- 2-3 Frontend Developers (React + TypeScript + Redux)
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- 1 QA Engineer (Week 9-10)
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- 1 DevOps Engineer (Week 10)
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### Infrastructure:
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- PostgreSQL 16 database
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- GCP Cloud Storage (for documents)
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- GCP Cloud Run or VM (for hosting)
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- OpenAI API (for AI conclusions)
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---
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## 🎯 Success Criteria
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**Week 2:** ✅ Foundation complete (database, Redux, API layer)
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**Week 3:** ✅ SSO authentication working
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**Week 5:** ✅ Users can create workflows
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**Week 7:** ✅ Users can approve/reject
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**Week 9:** ✅ All features functional
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**Week 10:** ✅ Production deployment
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---
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## 📊 Budget & Timeline
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**Estimated Timeline:** 10 weeks (50 working days)
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**Target Launch:** End of December 2025
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**Current Progress:** 10% (Week 2 of 10)
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**Confidence Level:** Medium (realistic with current team)
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**Key Assumption:** SSO integration details provided by Week 3
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---
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## 📞 Next Steps
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### This Week (Week 2):
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1. **Backend:** Complete database schema setup
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2. **Frontend:** Setup Redux store and API layer
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3. **Both:** Ready for feature development by week end
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### Immediate Requirements:
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1. SSO Bridge documentation and credentials
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2. Active Directory access for user sync
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3. GCP project setup for storage
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4. OpenAI API key for conclusions
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---
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**Prepared By:** .NET Expert Team
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**Status:** Realistic assessment with corrected estimates
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**Focus:** Core workflow features (creation, approvals, collaboration)
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394
RE_Feature_Status_Tracker.md
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# RE Workflow - Feature Status Tracker
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## Quick Reference for Project Progress
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**Last Updated:** October 23, 2025
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**Overall Completion:** 10%
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---
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## 🎨 Frontend UI Status (Figma Extraction)
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| Feature/Page | UI Extracted | Functionality | API Integration | Status |
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|--------------|--------------|---------------|-----------------|--------|
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| **Header & Sidebar** | ✅ 80% | ❌ 0% | ❌ 0% | UI Only |
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| **Dashboard** | ✅ 80% | ❌ 0% | ❌ 0% | UI Only |
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| **Create Workflow Wizard** | ✅ 80% | ❌ 0% | ❌ 0% | UI Only |
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| **My Requests** | ✅ 80% | ❌ 0% | ❌ 0% | UI Only |
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| **Request Detail** | ✅ 80% | ❌ 0% | ❌ 0% | UI Only |
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| **Approve/Reject Modals** | ✅ 80% | ❌ 0% | ❌ 0% | UI Only |
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| **Work Notes** | ✅ 100% | 🔄 30% | ❌ 0% | Emoji + Docs Working |
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| **Documents Tab** | ✅ 80% | ❌ 0% | ❌ 0% | UI Only |
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| **Notifications** | ✅ 80% | ❌ 0% | ❌ 0% | UI Only |
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**Overall Frontend:** 16% Complete (UI with dummy data, no functionality)
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||||
---
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||||
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||||
## ⚙️ Backend API Status
|
||||
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| Feature | APIs Designed | APIs Built | Tested | Status |
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||||
|---------|---------------|------------|--------|--------|
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||||
| **Database Schema** | ✅ Yes | ❌ No | ❌ No | 0% |
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||||
| **SSO Authentication** | ✅ Yes | ❌ No | ❌ No | 0% |
|
||||
| **Workflow Creation** | ✅ Yes | ❌ No | ❌ No | 0% |
|
||||
| **Approval Actions** | ✅ Yes | ❌ No | ❌ No | 0% |
|
||||
| **TAT Tracking** | ✅ Yes | ❌ No | ❌ No | 0% |
|
||||
| **Notifications** | ✅ Yes | ❌ No | ❌ No | 0% |
|
||||
| **Documents** | ✅ Yes | ❌ No | ❌ No | 0% |
|
||||
| **Work Notes** | ✅ Yes | ❌ No | ❌ No | 0% |
|
||||
| **Dashboard** | ✅ Yes | ❌ No | ❌ No | 0% |
|
||||
| **AI Conclusions** | ✅ Yes | ❌ No | ❌ No | 0% |
|
||||
|
||||
**Overall Backend:** 10% Complete (repo setup only)
|
||||
|
||||
---
|
||||
|
||||
## 🚀 Core Features Breakdown
|
||||
|
||||
### Feature 1: Workflow Creation Wizard ⭐⭐⭐⭐⭐ (Highest Priority)
|
||||
|
||||
**What Users Do:**
|
||||
1. Click "Create New Request"
|
||||
2. Select "Custom Request"
|
||||
3. Fill basic info (title, description, priority)
|
||||
4. Build approval hierarchy (levels, approvers, TAT)
|
||||
5. Add spectators
|
||||
6. Upload documents
|
||||
7. Review and submit
|
||||
|
||||
**Backend Work:**
|
||||
- [ ] Workflow CRUD APIs
|
||||
- [ ] Approval levels APIs
|
||||
- [ ] Participant APIs
|
||||
- [ ] Document upload (GCP storage)
|
||||
- [ ] Submit workflow logic
|
||||
- **Estimated:** 1 week
|
||||
|
||||
**Frontend Work:**
|
||||
- [ ] Connect 6 wizard steps to Redux
|
||||
- [ ] Real-time TAT calculation
|
||||
- [ ] User @mention search
|
||||
- [ ] File upload with progress
|
||||
- [ ] Form validations
|
||||
- [ ] Multi-step API submission
|
||||
- **Estimated:** 1.5 weeks
|
||||
|
||||
**Current Status:**
|
||||
- UI: ✅ 80% (dummy data)
|
||||
- Functionality: ❌ 0%
|
||||
|
||||
---
|
||||
|
||||
### Feature 2: Request Management ⭐⭐⭐⭐⭐ (Highest Priority)
|
||||
|
||||
**What Users Do:**
|
||||
1. View "My Requests" (all their workflows)
|
||||
2. View "Open Requests" (pending their action)
|
||||
3. View "Closed Requests" (completed)
|
||||
4. Search and filter requests
|
||||
5. Click request to see details
|
||||
|
||||
**Backend Work:**
|
||||
- [ ] Workflow listing APIs with filters
|
||||
- [ ] Pagination
|
||||
- [ ] Search (full-text)
|
||||
- [ ] Filter (status, priority, date range)
|
||||
- **Estimated:** 3 days
|
||||
|
||||
**Frontend Work:**
|
||||
- [ ] My Requests page (tabs, search, filter)
|
||||
- [ ] Open/Closed Requests pages
|
||||
- [ ] Request cards with status badges
|
||||
- [ ] Pagination
|
||||
- [ ] Loading skeletons
|
||||
- **Estimated:** 1 week
|
||||
|
||||
**Current Status:**
|
||||
- UI: ✅ 80% (dummy cards)
|
||||
- Functionality: ❌ 0%
|
||||
|
||||
---
|
||||
|
||||
### Feature 3: Approval Actions ⭐⭐⭐⭐⭐ (Highest Priority)
|
||||
|
||||
**What Users Do:**
|
||||
1. Open request detail page
|
||||
2. View approval workflow timeline
|
||||
3. See TAT progress bar
|
||||
4. Click "Approve" or "Reject" button
|
||||
5. Add mandatory comments
|
||||
6. Submit decision
|
||||
|
||||
**Backend Work:**
|
||||
- [ ] Approve/reject APIs
|
||||
- [ ] Approval state machine logic
|
||||
- [ ] TAT calculation (working days vs calendar days)
|
||||
- [ ] Move to next level logic
|
||||
- [ ] Notification triggers
|
||||
- [ ] Activity logging
|
||||
- **Estimated:** 1 week
|
||||
|
||||
**Frontend Work:**
|
||||
- [ ] Request detail page
|
||||
- [ ] Workflow timeline tab
|
||||
- [ ] TAT progress bar (color-coded)
|
||||
- [ ] Approve/Reject modals
|
||||
- [ ] Comment validation
|
||||
- [ ] Success/error handling
|
||||
- **Estimated:** 1 week
|
||||
|
||||
**Current Status:**
|
||||
- UI: ✅ 80% (modals exist)
|
||||
- Functionality: ❌ 0%
|
||||
|
||||
---
|
||||
|
||||
### Feature 4: TAT Monitoring ⭐⭐⭐⭐ (High Priority)
|
||||
|
||||
**What System Does:**
|
||||
1. Cron job runs every 30 minutes
|
||||
2. Checks all active workflows
|
||||
3. Calculates TAT percentage used
|
||||
4. Sends alerts:
|
||||
- 80% TAT used → Warning notification
|
||||
- 100% TAT used → Breach notification
|
||||
|
||||
**Backend Work:**
|
||||
- [ ] TAT calculation service
|
||||
- [ ] Cron job setup (node-cron)
|
||||
- [ ] Notification triggers
|
||||
- [ ] TAT status updates
|
||||
- **Estimated:** 2 days
|
||||
|
||||
**Frontend Work:**
|
||||
- [ ] Display TAT progress bar
|
||||
- [ ] Color code based on status:
|
||||
- Green: < 50% used
|
||||
- Yellow: 50-80% used
|
||||
- Red: > 80% used
|
||||
- [ ] Show remaining time
|
||||
- **Estimated:** 1 day (included in Request Detail)
|
||||
|
||||
**Current Status:**
|
||||
- Backend: ❌ 0%
|
||||
- Frontend UI: ✅ 80%
|
||||
- Logic: ❌ 0%
|
||||
|
||||
---
|
||||
|
||||
### Feature 5: Work Notes (Chat) ⭐⭐⭐⭐ (High Priority)
|
||||
|
||||
**What Users Do:**
|
||||
1. Open request detail
|
||||
2. Go to work notes section
|
||||
3. Type message with @mentions
|
||||
4. Add emojis
|
||||
5. Attach documents
|
||||
6. Send message
|
||||
|
||||
**Backend Work:**
|
||||
- [ ] Work notes CRUD APIs
|
||||
- [ ] @mention parsing
|
||||
- [ ] Notification to mentioned users
|
||||
- [ ] Emoji reactions API
|
||||
- [ ] Attachments API
|
||||
- **Estimated:** 2 days
|
||||
|
||||
**Frontend Work:**
|
||||
- [ ] Connect chat to backend API
|
||||
- [ ] Fetch messages (with polling every 10 sec)
|
||||
- [ ] Send message
|
||||
- [ ] @mention autocomplete
|
||||
- [ ] Emoji reactions
|
||||
- [ ] **Estimated:** 1 day (UI + emoji already working!)
|
||||
|
||||
**Current Status:**
|
||||
- UI: ✅ 100%
|
||||
- Emoji Selection: ✅ Working
|
||||
- Document Selection: ✅ Working
|
||||
- Backend API: ❌ 0%
|
||||
|
||||
---
|
||||
|
||||
### Feature 6: Document Management ⭐⭐⭐ (Medium Priority)
|
||||
|
||||
**What Users Do:**
|
||||
1. Upload documents (PDF, Word, Excel, PPT, Images)
|
||||
2. Preview PDF/images
|
||||
3. Download any document
|
||||
4. Link Google Docs/Sheets
|
||||
|
||||
**Backend Work:**
|
||||
- [ ] File upload (Multer middleware)
|
||||
- [ ] GCP Cloud Storage integration
|
||||
- [ ] Document CRUD APIs
|
||||
- [ ] Generate signed URLs
|
||||
- [ ] File validation (type, size)
|
||||
- **Estimated:** 2 days
|
||||
|
||||
**Frontend Work:**
|
||||
- [ ] Drag-drop upload (react-dropzone)
|
||||
- [ ] Upload progress bar
|
||||
- [ ] Preview modal (PDF, images)
|
||||
- [ ] Download functionality
|
||||
- [ ] Google Docs/Sheets links
|
||||
- **Estimated:** 1.5 days
|
||||
|
||||
**Current Status:**
|
||||
- UI: ✅ 80%
|
||||
- Upload logic: ❌ 0%
|
||||
|
||||
---
|
||||
|
||||
### Feature 7: Notifications ⭐⭐⭐ (Medium Priority)
|
||||
|
||||
**What Users See:**
|
||||
1. Bell icon in header (with unread count)
|
||||
2. Click to see notification dropdown
|
||||
3. Click notification to go to request
|
||||
4. Mark as read / Mark all as read
|
||||
|
||||
**Notification Types:**
|
||||
- New approval assignment
|
||||
- Approval/rejection
|
||||
- TAT warning (80%)
|
||||
- TAT breach (100%)
|
||||
- @mention in work note
|
||||
- Document uploaded
|
||||
- Spectator added
|
||||
- Request closed
|
||||
|
||||
**Backend Work:**
|
||||
- [ ] Notification CRUD APIs
|
||||
- [ ] Trigger notifications on events
|
||||
- [ ] Mark read/unread
|
||||
- [ ] Cleanup old notifications
|
||||
- **Estimated:** 2 days
|
||||
|
||||
**Frontend Work:**
|
||||
- [ ] Notification bell component
|
||||
- [ ] Dropdown panel
|
||||
- [ ] Polling (every 30 sec)
|
||||
- [ ] Toast for high-priority
|
||||
- [ ] Navigation to related request
|
||||
- **Estimated:** 1 day
|
||||
|
||||
**Current Status:**
|
||||
- UI: ✅ 80%
|
||||
- Polling logic: ❌ 0%
|
||||
|
||||
---
|
||||
|
||||
### Feature 8: Dashboard ⭐⭐ (Lower Priority)
|
||||
|
||||
**What Users See:**
|
||||
- Total requests count
|
||||
- Pending approvals count
|
||||
- Approved/Rejected counts
|
||||
- TAT breached count
|
||||
- Charts (pie, bar, line)
|
||||
- Recent activities
|
||||
- Pending actions widget
|
||||
|
||||
**Backend Work:**
|
||||
- [ ] Statistics calculation APIs
|
||||
- [ ] Recent activities API
|
||||
- [ ] Pending actions API
|
||||
- [ ] Caching for performance
|
||||
- **Estimated:** 1.5 days
|
||||
|
||||
**Frontend Work:**
|
||||
- [ ] Metric cards
|
||||
- [ ] Charts (Recharts library)
|
||||
- [ ] Recent activities widget
|
||||
- [ ] Auto-refresh
|
||||
- **Estimated:** 1.5 days
|
||||
|
||||
**Current Status:**
|
||||
- UI: ✅ 80%
|
||||
- Data integration: ❌ 0%
|
||||
|
||||
---
|
||||
|
||||
### Feature 9: AI Conclusions ⭐⭐ (Lower Priority)
|
||||
|
||||
**What System Does:**
|
||||
1. After final approval, generate AI conclusion
|
||||
2. Summarize approval comments + work notes
|
||||
3. Initiator can edit before finalizing
|
||||
4. Conclusion displayed in closed requests
|
||||
|
||||
**Backend Work:**
|
||||
- [ ] OpenAI API integration
|
||||
- [ ] Compile workflow data for prompt
|
||||
- [ ] Generate conclusion
|
||||
- [ ] Store AI remark
|
||||
- [ ] Update conclusion API
|
||||
- **Estimated:** 1.5 days
|
||||
|
||||
**Frontend Work:**
|
||||
- [ ] Display AI-generated conclusion
|
||||
- [ ] Edit modal (for initiator)
|
||||
- [ ] Save edited conclusion
|
||||
- [ ] Read-only for others
|
||||
- **Estimated:** 1 day
|
||||
|
||||
**Current Status:**
|
||||
- Backend: ❌ 0%
|
||||
- Frontend UI: ✅ 80%
|
||||
|
||||
---
|
||||
|
||||
## 📊 Progress Summary
|
||||
|
||||
### By Category:
|
||||
|
||||
| Category | Total Work | Completed | Remaining | % Done |
|
||||
|----------|-----------|-----------|-----------|--------|
|
||||
| **Database Schema** | 1 week | 0 days | 1 week | 0% |
|
||||
| **Backend APIs** | 6 weeks | 0 days | 6 weeks | 0% |
|
||||
| **Frontend UI** | 1 week | 0.8 weeks | 0.2 weeks | 80% |
|
||||
| **Redux Setup** | 3 days | 0 days | 3 days | 0% |
|
||||
| **API Integration** | 3 weeks | 0 days | 3 weeks | 0% |
|
||||
| **Validations** | 1 week | 0 days | 1 week | 0% |
|
||||
| **Testing** | 1 week | 0 days | 1 week | 0% |
|
||||
| **Deployment** | 1 week | 0 days | 1 week | 0% |
|
||||
|
||||
**TOTAL:** ~16 weeks of work, 1.6 weeks done (10%)
|
||||
|
||||
---
|
||||
|
||||
## 🔥 Critical Path
|
||||
|
||||
**Week 2:** Database + Redux (BLOCKS EVERYTHING)
|
||||
**Week 3:** SSO auth (BLOCKS AUTHENTICATED FEATURES)
|
||||
**Weeks 4-5:** Workflow creation (CORE FEATURE)
|
||||
**Weeks 6-7:** Approvals & TAT (CORE FEATURE)
|
||||
**Week 8:** Collaboration (CORE FEATURE)
|
||||
**Week 9:** Dashboard (SECONDARY)
|
||||
**Week 10:** Testing & Launch
|
||||
|
||||
**Cannot skip or reorder!**
|
||||
|
||||
---
|
||||
|
||||
## 💡 What to Focus On
|
||||
|
||||
### Core Application Features (85% of effort):
|
||||
1. ✅ Workflow Creation Wizard
|
||||
2. ✅ Approval Actions
|
||||
3. ✅ TAT Tracking
|
||||
4. ✅ Work Notes
|
||||
5. ✅ Document Management
|
||||
6. ✅ Notifications
|
||||
7. ✅ Request Management Pages
|
||||
|
||||
### Secondary Features (15% of effort):
|
||||
8. Dashboard & Analytics
|
||||
9. AI Conclusions
|
||||
10. Search & Filters
|
||||
|
||||
---
|
||||
|
||||
**Focus:** Build core workflow features first, then analytics/dashboard last!
|
||||
|
||||
332
RE_Task_Timeline_SSO_Based.md
Normal file
332
RE_Task_Timeline_SSO_Based.md
Normal file
@ -0,0 +1,332 @@
|
||||
# RE Workflow Management System - Task Timeline
|
||||
## SSO-Based Authentication | Realistic Progress Tracking
|
||||
|
||||
**Version:** 2.0
|
||||
**Date:** October 23, 2025
|
||||
**Authentication:** SSO via RE SSO Bridge (No login/signup screens)
|
||||
**Current Status:** Frontend UI 80% extracted, Backend 70% setup
|
||||
|
||||
---
|
||||
|
||||
## 🎯 Current Project Status
|
||||
|
||||
### Overall Progress: 10%
|
||||
- **Backend:** 10% (repo 70% setup, database 0%, APIs 0%)
|
||||
- **Frontend:** 16% (UI 80% extracted, but no functionality)
|
||||
|
||||
### Reality Check:
|
||||
✅ **What We Have:**
|
||||
- Frontend UI components from Figma (80% extracted, mobile responsive)
|
||||
- Work notes UI + partial functionality (emoji, document selection working)
|
||||
- Dependencies installed
|
||||
- Repository structure in progress
|
||||
|
||||
❌ **What We DON'T Have:**
|
||||
- No Redux store created
|
||||
- No API service layer
|
||||
- No form validations
|
||||
- No API integration
|
||||
- No business logic
|
||||
- No authentication working
|
||||
- No database setup
|
||||
|
||||
**Translation:** Having UI ≠ Having features. We have the "look" but not the "functionality."
|
||||
|
||||
---
|
||||
|
||||
## 🔐 SSO Authentication (No Login Screens)
|
||||
|
||||
### How SSO Works:
|
||||
1. User visits app → App redirects to RE SSO Bridge
|
||||
2. User logs in with RE credentials (handled by SSO)
|
||||
3. SSO redirects back to app with token
|
||||
4. App validates token, syncs user from Active Directory
|
||||
5. User lands on dashboard (logged in)
|
||||
|
||||
### What We Build:
|
||||
**Frontend (1.5 days):**
|
||||
- SSO callback handler page
|
||||
- Protected route guards
|
||||
- Logout button
|
||||
|
||||
**Backend (2 days):**
|
||||
- SSO OAuth2 integration
|
||||
- User sync from Active Directory
|
||||
- JWT session management
|
||||
|
||||
**No Need For:**
|
||||
- ❌ Login page
|
||||
- ❌ Signup page
|
||||
- ❌ Password reset pages
|
||||
- ❌ Email verification
|
||||
|
||||
---
|
||||
|
||||
## 📅 Week-by-Week Timeline (10 Weeks)
|
||||
|
||||
### **Week 1 (Completed):** Sprint 0 Setup
|
||||
- ✅ Frontend UI extraction 80% (Figma)
|
||||
- 🔄 Backend repo setup 70%
|
||||
- ❌ Database: Not started
|
||||
- ❌ Redux: Not created
|
||||
- ❌ API layer: Not configured
|
||||
|
||||
---
|
||||
|
||||
### **Week 2 (CURRENT):** Complete Foundation
|
||||
|
||||
**Backend (3 days):**
|
||||
- 🔥 Database schema setup (1 day) ← CRITICAL
|
||||
- Express + middleware configuration (0.5 days)
|
||||
- Sequelize ORM + models (1.5 days)
|
||||
|
||||
**Frontend (4 days):**
|
||||
- Complete UI extraction 20% remaining (1 day)
|
||||
- 🔥 Setup Redux store + 8 slices (2 days) ← CRITICAL
|
||||
- 🔥 Configure Axios API layer (1 day) ← CRITICAL
|
||||
|
||||
**Target:** Foundation ready for feature development
|
||||
|
||||
---
|
||||
|
||||
### **Week 3:** SSO Authentication
|
||||
|
||||
**Backend (2 days):**
|
||||
- SSO Bridge OAuth2 integration
|
||||
- User sync from Active Directory
|
||||
- JWT token generation
|
||||
- Auth APIs
|
||||
|
||||
**Frontend (1.5 days):**
|
||||
- SSO callback page
|
||||
- Protected routes
|
||||
- Logout button
|
||||
- User profile display
|
||||
|
||||
**Target:** Users can login via SSO
|
||||
|
||||
---
|
||||
|
||||
### **Week 4:** Workflow Creation Wizard (Part 1)
|
||||
|
||||
**Backend (4 days):**
|
||||
- Workflow CRUD APIs
|
||||
- Approval levels APIs
|
||||
- User search API
|
||||
- TAT calculation logic
|
||||
|
||||
**Frontend (4 days):**
|
||||
- Template selection (connect to Redux)
|
||||
- Basic information form (validation)
|
||||
- Approval workflow builder (complex!)
|
||||
- Dynamic levels
|
||||
- User @mention search
|
||||
- Real-time TAT calculation
|
||||
|
||||
**Target:** First 3 wizard steps functional
|
||||
|
||||
---
|
||||
|
||||
### **Week 5:** Workflow Creation Wizard (Part 2)
|
||||
|
||||
**Backend (3 days):**
|
||||
- Participant management APIs
|
||||
- Document upload APIs (GCP storage)
|
||||
- Workflow submission logic
|
||||
|
||||
**Frontend (4 days):**
|
||||
- Participants step (spectator @mention)
|
||||
- Documents step (drag-drop upload)
|
||||
- Review & submit step
|
||||
- Multi-step API integration
|
||||
|
||||
**Target:** Complete workflow creation working
|
||||
|
||||
---
|
||||
|
||||
### **Week 6:** Request Management
|
||||
|
||||
**Backend (4 days):**
|
||||
- Workflow listing APIs (filters, search, pagination)
|
||||
- Approval/rejection APIs
|
||||
- TAT tracking service
|
||||
- Activity logging
|
||||
|
||||
**Frontend (4 days):**
|
||||
- My Requests page (tabs, search, filter)
|
||||
- Open/Closed Requests pages
|
||||
- Request detail page (Overview tab)
|
||||
- TAT progress bar component
|
||||
|
||||
**Target:** Users can view all their requests
|
||||
|
||||
---
|
||||
|
||||
### **Week 7:** Approval Actions
|
||||
|
||||
**Backend (3 days):**
|
||||
- Approve/reject workflow logic
|
||||
- TAT monitoring cron job (every 30 min)
|
||||
- Notification system (8 types)
|
||||
|
||||
**Frontend (4 days):**
|
||||
- Workflow tab (approval timeline)
|
||||
- Documents tab (preview, download)
|
||||
- Activity tab (timeline)
|
||||
- Approve/Reject modals
|
||||
|
||||
**Target:** Users can approve/reject requests
|
||||
|
||||
---
|
||||
|
||||
### **Week 8:** Collaboration Features
|
||||
|
||||
**Backend (4 days):**
|
||||
- Work notes APIs (@mentions)
|
||||
- Document preview/download
|
||||
- Activity timeline APIs
|
||||
|
||||
**Frontend (2 days):**
|
||||
- Connect work notes to backend
|
||||
- Connect document APIs
|
||||
- Notification bell with polling
|
||||
|
||||
**Target:** Work notes and documents working
|
||||
|
||||
---
|
||||
|
||||
### **Week 9:** Dashboard & Analytics
|
||||
|
||||
**Backend (3 days):**
|
||||
- Dashboard statistics APIs
|
||||
- AI conclusion generation
|
||||
- Workflow closure API
|
||||
|
||||
**Frontend (4 days):**
|
||||
- Dashboard with charts
|
||||
- Search & filter components
|
||||
- Conclusion display & edit
|
||||
- Closure functionality
|
||||
|
||||
**Target:** Dashboard and AI conclusions working
|
||||
|
||||
---
|
||||
|
||||
### **Week 10:** Testing & Deployment
|
||||
|
||||
**Backend (4 days):**
|
||||
- Unit tests (Jest)
|
||||
- Integration tests
|
||||
- API documentation (Swagger)
|
||||
- Deployment setup
|
||||
|
||||
**Frontend (4 days):**
|
||||
- Component tests (Vitest)
|
||||
- Integration tests
|
||||
- Performance optimization
|
||||
- Production build & deployment
|
||||
|
||||
**Target:** Production launch! 🚀
|
||||
|
||||
---
|
||||
|
||||
## 📊 Task Summary
|
||||
|
||||
### Backend: 25 Tasks
|
||||
- Sprint 0: 4 tasks (3 days)
|
||||
- Sprint 1: 2 tasks (2 days) - SSO
|
||||
- Sprint 2: 4 tasks (8 days) - Workflow creation
|
||||
- Sprint 3: 3 tasks (6 days) - Approvals & TAT
|
||||
- Sprint 4: 3 tasks (5 days) - Documents & Work notes
|
||||
- Sprint 5: 3 tasks (4 days) - Dashboard & AI
|
||||
- Sprint 6: 6 tasks (8 days) - Testing & deployment
|
||||
|
||||
**Total: ~8 weeks (42 days)**
|
||||
|
||||
---
|
||||
|
||||
### Frontend: 30 Tasks (Reduced - No login screens!)
|
||||
- Sprint 0: 5 tasks (4 days) - Foundation
|
||||
- Sprint 1: 3 tasks (2.5 days) - SSO callback
|
||||
- Sprint 2: 8 tasks (9 days) - Workflow wizard
|
||||
- Sprint 3: 9 tasks (10 days) - Request management
|
||||
- Sprint 4: 4 tasks (5 days) - Collaboration
|
||||
- Sprint 5: 4 tasks (4 days) - Dashboard
|
||||
- Sprint 6: 4 tasks (5 days) - Testing
|
||||
|
||||
**Total: ~8 weeks (40 days)**
|
||||
|
||||
---
|
||||
|
||||
## 🎯 This Week's Priorities (Week 2)
|
||||
|
||||
### Backend Must Complete:
|
||||
1. 🔥 **Database schema** - Blocks everything (1 day)
|
||||
2. Express.js configuration (0.5 days)
|
||||
3. Sequelize ORM + all models (1.5 days)
|
||||
|
||||
### Frontend Must Complete:
|
||||
1. Complete UI extraction 20% (1 day)
|
||||
2. 🔥 **Setup Redux store + 8 slices** - Cannot skip (2 days)
|
||||
3. 🔥 **Configure Axios API layer** - Cannot skip (1 day)
|
||||
|
||||
**End of Week 2:** Both teams ready for feature development
|
||||
|
||||
---
|
||||
|
||||
## 📋 Core Features Focus
|
||||
|
||||
### 1. Workflow Creation (Week 4-5) - CORE FEATURE
|
||||
- 6-step wizard
|
||||
- Approval hierarchy builder (dynamic levels, @mention, TAT)
|
||||
- Document upload
|
||||
- Submit workflow
|
||||
|
||||
### 2. Approval Actions (Week 6-7) - CORE FEATURE
|
||||
- Approve/reject with comments
|
||||
- TAT tracking (working days vs calendar days)
|
||||
- Notifications
|
||||
- Activity timeline
|
||||
|
||||
### 3. Collaboration (Week 8) - CORE FEATURE
|
||||
- Work notes (chat with @mentions, emojis)
|
||||
- Document management
|
||||
- Real-time notifications
|
||||
|
||||
### 4. Analytics (Week 9) - SECONDARY
|
||||
- Dashboard with charts
|
||||
- AI-powered conclusions
|
||||
- Search & filters
|
||||
|
||||
---
|
||||
|
||||
## 📖 Documentation References
|
||||
|
||||
|
||||
|
||||
|
||||
## ⚠️ Key Insights
|
||||
|
||||
1. **SSO = No login screens** (saves 3-4 days frontend work)
|
||||
2. **80% UI ≠ 80% done** (actually 16% of total work)
|
||||
3. **Integration is 80% of work** (Redux, API, validation, logic)
|
||||
5. **Focus on core features** (workflow creation, approvals, work notes)
|
||||
|
||||
---
|
||||
|
||||
## 🚀 Success Metrics
|
||||
|
||||
**Week 2:** ✅ Foundation complete (database + Redux)
|
||||
**Week 3:** ✅ SSO authentication working
|
||||
**Week 5:** ✅ Can create workflows
|
||||
**Week 7:** ✅ Can approve/reject
|
||||
**Week 9:** ✅ All features functional
|
||||
**Week 10:** ✅ Production deployment
|
||||
|
||||
---
|
||||
|
||||
**Prepared By:** .NET Expert Team
|
||||
**Target Launch:** End of December 2025
|
||||
**Current Progress:** 10% Complete
|
||||
**Focus:** Core workflow features (creation, approvals, collaboration)
|
||||
|
||||
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RE_Workflow_Detailed_Sprint_Guide.md
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RE_Workflow_Task_Breakdown.md
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RE_Workflow_Task_Breakdown.md
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Reference in New Issue
Block a user